Woodard & Company Asset Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $875K | Buy |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $978K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $842K | Buy |
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|
2018
Q2 | $772K | Buy |
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|
2018
Q1 | $783K | Buy |
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|
2017
Q4 | $701K | Buy |
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